Jeff Brooks

Jeff performs valuations and financial analysis of companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Jeff also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Certification

Jeff is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Seattle.

Professional Experience

Prior to Chartwell, Jeff was a senior analyst at Legacy Equity Valuations. He was also an intern at Willamette Management Associates.